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10:08
2026-06-19
letsdatascience.com
artificial-intelligence

Seshadri Sen Flags AI Pressure On Indian IT

Seshadri Sen of Emkay Global Financial said the AI narrative is pressuring Indian IT stocks, keeping valuations under pressure despite no clear earnings damage. He prefers domestic consumption and ind…

06:22
2026-06-03
letsdatascience.com
artificial-intelligence

Sandip Agarwal Sees IT Sector Earnings Upside

Market expert Sandip Agarwal told ET Now he turned positive on the IT sector about six weeks ago after 14 months of caution, expecting a meaningful earnings recovery as the AI investment cycle shifts …

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